IWA
Invera Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.85M | Buy |
38,995
+2,696
| +7% | +$128K | 2.18% | 17 |
|
|
2024
Q4 | $1.69M | Buy |
36,299
+5,158
| +17% | +$240K | 1.67% | 21 |
|
|
2024
Q3 | $1.47M | Buy |
31,141
+4,425
| +17% | +$209K | 1.46% | 24 |
|
|
2024
Q2 | $1.26M | Buy |
26,716
+4,566
| +21% | +$215K | 1.29% | 25 |
|
|
2024
Q1 | $1.01M | Buy |
22,150
+6,118
| +38% | +$280K | 0.86% | 38 |
|
|
2023
Q4 | $765K | Buy |
+16,032
| New | +$765K | 0.48% | 67 |
|